Clare Elizabeth Dandridge
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Range Advisory, LLCJan 2026 to now
- Range Finance, Inc.Jan 2026 to now
- Rockefeller Financial LLCOct 2024 to Jan 2026
- Corient Services LLCJul 2023 to Oct 2024
- CorientJan 2023 to Oct 2024
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CPWM, LLCMay 2018 to Aug 2023
- Northwestern MutualJun 2017 to Apr 2018
- University of WashingtonAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 5 states (NY, PA, TX, VA, WA).
Range Advisory, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6825726
- 321969